See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,491 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $37,505 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,931 | $66,601-14.5% | $92,893-38.7% | $67,579-15.8% |
| Participation rate | 87.0% | 72.5%+14.5pp | 76.0%+11.0pp | 71.3%+15.7pp |
| Annual return | 25.42% | 92.58%-67.2pp | 109.41%-84.0pp | 378.56%-353.1pp |
| Employer contribution / active EE | $929 | $2,775-66.5% | $3,653-74.6% | $2,148-56.7% |
| Participant deferral / active EE | $2,967 | $3,157-6.0% | $4,236-30.0% | $3,539-16.2% |
| Admin fee / account holder | $132 | $199-33.7% | $5,794-97.7% | $142-7.3% |